Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pembaur is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the industry since February 15, 2001 and is registered with the state of Kentucky, Ohio, and Texas. Robert has worked at Fidelity Brokerage Services LLC, National Financial Services LLC, and Fidelity Personal And Workplace Advisors. Robert holds the Series 7, 9, 10, 63, and 66 licenses as well as the SIE exam. Robert specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
KY
09/10/2007 - 01/31/2011
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
11/02/2000 - 06/13/2007
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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